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Pinnacle Wealth Planning Services’s Minerals Technologies MTX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.5K Buy
899
+19
+2% +$1.44K 0.01% 1093
2026
Q1 		$62.4K Buy
880
+29
+3% +$2K 0.01% 1071
2025
Q4 		$51.9K Buy
+851
New +$50.4K 0.01% 1172
2021
Q1 		– Sell
-614
Closed -$38K – 1348
2020
Q4 		$38K Buy
+614
New +$36.4K 0.01% 915

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Minerals Technologies (MTX) stake by 2.2% in Q2 2026, buying an estimated $1.44K and bringing the position to 899 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #1093.

Pinnacle Wealth Planning Services first reported a position in MTX in Q4 2020 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold MTX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 899 shares of Minerals Technologies worth $66.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 19 Minerals Technologies shares in Q2 2026, an estimated $1.44K.
  • Minerals Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1093 holding.
  • Pinnacle Wealth Planning Services first reported a position in Minerals Technologies in Q4 2020 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.